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iShares Exponential Technologies ETF

249 hedge funds and large institutions have $2.59B invested in iShares Exponential Technologies ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
35
Increased
76
Reduced
80
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
51
PFG Advisors
Arizona
$2.04M +$154K +2,588 +8%
WCP
52
Wealthcare Capital Partners
Pennsylvania
$2.02M +$2.02M +33,809 New
IWC
53
Integrated Wealth Concepts
Massachusetts
$2M +$250K +4,192 +14%
BFG
54
Berger Financial Group
Minnesota
$1.96M -$339K -5,677 -15%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$1.86M +$185K +3,104 +11%
AAS
56
Avantax Advisory Services
Texas
$1.83M -$7.16K -120 -0.4%
SW
57
SVB Wealth
Massachusetts
$1.83M +$1.83M +30,610 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$1.8M -$56.1K -941 -3%
AC
59
AlphaCore Capital
California
$1.54M -$8.81M -147,608 -85%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$1.5M +$1.5M +25,226 New
GS
61
GTS Securities
New York
$1.5M +$1.5M +25,194 New
FFS
62
Fortress Financial Solutions
Arizona
$1.48M +$1.48M +24,729 New
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.41M -$1.75M -29,279 -55%
GIA
64
Gladstone Institutional Advisory
Florida
$1.34M +$59.2K +992 +5%
KWM
65
Kingsview Wealth Management
Oregon
$1.27M +$115K +1,929 +10%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$1.26M
PCA
67
Pallas Capital Advisors
Massachusetts
$1.25M +$19.3K +324 +2%
VNA
68
Valley National Advisers
Pennsylvania
$1.25M -$21.2K -355 -2%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$1.23M +$973K +16,315 +380%
JIP
70
Jaffetilchin Investment Partners
Florida
$1.22M
BW
71
BostonPremier Wealth
Massachusetts
$1.13M +$1.13M +18,912 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$1.13M -$128K -2,141 -10%
MCM
73
MAI Capital Management
Ohio
$1.13M +$22.7K +381 +2%
CGA
74
Crescent Grove Advisors
Illinois
$1.12M -$795K -13,325 -42%
SWA
75
Sax Wealth Advisors
New Jersey
$1.11M +$4.59K +77 +0.4%